Mortgage Telephone Consultant

Role of the Department

• Managing inbound and outbound calls, and online enquiries from new and existing clients of Aberdein Considine, who require whole of market mortgage advice.
• Qualifying clients by gathering relevant information to be able to assess clients’ ability to secure a mortgage and book clients in for an appointment with an adviser.
• Nurture clients who are the initial stages of their mortgage journey and manage through to an appointment with an adviser.

Job Purpose

• Generate and qualify mortgage and protection appointments for advisers.

Key Responsibilities

• Handling all inbound mortgage and protection related enquiries
• Qualifying mortgage and protection appointments
• Generating mortgage appointments from outbound calls to existing clients
• Liaising with key stakeholders in the business, including mortgage advisers, property staff and senior managers
• Creation and updating of accurate MI to evidence performance and drive improvements.
• Accurate data entry and updating of CRM system.
• Requesting and analysing credit files from clients with credit issues
• Identifying opportunities for referrals to other areas of the Firm e.g. legal, estate agency, investment needs
  
  

Skills and Experience

Essential

• Confident communicator with experience of telephone sales
• Well organised with an attention to detail
• Driven, self-motivated with an ability and desire to work autonomously.
• Sales orientated with an ability to spot opportunities.
• Strong written communication
• Numerate and comfortable with basic calculations
• IT literate – good knowledge of Excel, Word, Outlook 
  

Desirable

• Basic understanding of mortgages and protection – not essential as full training will be given.
• Experience of building relationships over the telephone
• Desire to progress career within Financial Services